Clinical Trial Patient Recruitment & Eligibility Survey

Finding qualified, informed participants is one of the biggest challenges in clinical research. This Clinical Trial Patient Recruitment & Eligibility Survey streamlines the screening process by combining eligibility criteria, consent comprehension checks, and trial expectations into one professional form that respects both research integrity and patient understanding.

Designed for clinical research organizations, hospital research departments, pharmaceutical companies, and contract research organizations (CROs), this template helps research coordinators identify suitable candidates while ensuring participants truly understand what they're signing up for. The form walks potential participants through key eligibility questions, tests their comprehension of informed consent concepts, explains trial phases, and confirms their acceptance of potential placebo assignment—all critical elements of ethical research recruitment.

The multi-page structure creates a natural progression from basic demographics through medical history, lifestyle factors, and finally to trial-specific understanding. Conditional logic ensures you only ask relevant follow-up questions based on initial responses, making the experience more personalized and less overwhelming for potential participants. This approach not only improves completion rates but also helps you identify the most suitable candidates faster.

With Paperform's calculation fields and conditional workflows, you can automatically score eligibility based on responses and route qualified candidates to the next stage of your recruitment process. Connect the form to your CRM or research management system to keep participant data organized and compliant. For studies requiring formal consent documentation, integrate with Papersign to send consent forms for eSignature once eligibility is confirmed, creating a complete digital audit trail from initial interest to enrolled participant.

Whether you're recruiting for Phase I safety studies, Phase III efficacy trials, or post-market surveillance research, this template provides a solid foundation that can be customized to your specific protocol requirements while maintaining the professional, trustworthy presentation that participants expect from legitimate medical research.